Superior Planning, LLC’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Superior Planning, LLC’s Portfolio MAYW Stock Details MAYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$284K	Buy	+8,000	New	+$282K	0.12%	134

Other funds holding MAYW

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Superior Planning, LLC's MAYW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q3 2026: 8,000 shares worth $284K. The stake represents 0.12% of the portfolio and ranks #134 among its holdings.

69 funds tracked by Wall St. Rank hold MAYW as of Q3 2026.

Superior Planning, LLC held 8,000 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $284K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 May ETF was a new Superior Planning, LLC position in Q3 2026.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.12% of Superior Planning, LLC's portfolio in Q3 2026, its #134 holding.
69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.